Attracting—and Keeping—Your High-Net-Worth Investors

Effective strategies to help drive customer engagement and retention

Attracting—and Keeping—Your High-Net-Worth Investors

The importance of deepening your understanding of your customers cannot be overstated.

In this webinar, we'll join PwC to dissect their recent survey findings on a specific customer subset — high-net-worth investors — and discuss key considerations for implementing data-driven targeted messaging, building stronger relationships and delivering on your potential and existing clients’ needs and expectations.

Topics include:

  • Why HNW investors are re-evaluating their financial relationships (46%)
  • Review necessary steps to protect your business
  • Understand best practices on turning customer data into smarter action